China Merchants Holdings Pacific

[Jack31]

Added more recently with the weakening price. I dont really see a hugh downfall in profit, 9% yield at current price. In fact, I am quite excited about the next 2 quarter result. One time negative goodwill gain in Q415, with expected profit for all 3 new acqusitions. 7 cents will probably be maintain in FY15. BL should also see signifcant upside compared to last year. Jiurui still a big ? thou.
Q116 will see the completion of New toll gateway of Guihuang and full Quarter contribution from Gy & Gx. Let's see how it goes. Just hope rmb does not depreciate too much.